Carson Wealth (CWM LLC)’s First Business Financial Services FBIZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FBIZ Stock Details FBIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$278K	Buy	5,146 +219	+4%	+$12.2K	﹤0.01%	2440
2025 Q4	$268K	Buy	4,927 +486	+11%	+$25.4K	﹤0.01%	2326
2025 Q3	$228K	Buy	4,441 +2,862	+181%	+$146K	﹤0.01%	2347
2025 Q2	$80K	Buy	1,579 +666	+73%	+$31.9K	﹤0.01%	2903
2025 Q1	$43K	Buy	913 +299	+49%	+$14.8K	﹤0.01%	3096
2024 Q4	$28K	Buy	614 +74	+14%	+$3.46K	﹤0.01%	3217
2024 Q3	$25K	Buy	540 +243	+82%	+$10.3K	﹤0.01%	3221
2024 Q2	$11K	Buy	297 +284	+2,185%	+$9.76K	﹤0.01%	3477
2024 Q1	$0	Buy	+13	New	+$468	﹤0.01%	4442

Other funds holding FBIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FBIZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Business Financial Services (FBIZ) stake by 4.4% in Q1 2026, buying an estimated $12.2K and bringing the position to 5,146 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2440.

Carson Wealth (CWM LLC) first reported a position in FBIZ in Q1 2024 and has held it in 9 quarters since. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

Carson Wealth (CWM LLC) held 5,146 shares of First Business Financial Services worth $278K as of Q1 2026.
Carson Wealth (CWM LLC) bought 219 First Business Financial Services shares in Q1 2026, an estimated $12.2K.
First Business Financial Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2440 holding.
Carson Wealth (CWM LLC) first reported a position in First Business Financial Services in Q1 2024 and has held it in 9 quarters since.
144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.